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Welcome to "How Did We Get Here?" - the podcast where each week our two Talking Heads, Jess Bost and Mark Newfield, bring on guests to learn more about their past five jobs before landing where they are today. As you know, life is super simple, straightforward and never makes people ask "Wait, you did what?!" So join us for an honest convo on career exploration, overcoming setbacks, considering when to pivot, and offering encouragement on how to find value in your career and life choices. Le ...
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8. How Did We Get From Concert Promoter to CFP®? With Nick Gertsema
47:23
47:23
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In this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding o…
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7. How Did We Get From Paperboy to Wall Street? With Bob Seawright
47:42
47:42
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47:42
In this episode, we talk with Bob Seawright, who went from being a paperboy in his hometown to becoming a Chief Investment Officer and a well-known writer. Bob shares how his early jobs, like delivering newspapers in the cold and umpiring baseball games at 14, taught him important lessons that shaped his career. He also opens up about his journey f…
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6. How Did We Get from Gender Bias to Thriving in Finance? With Arlene Moss
38:35
38:35
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38:35
In this episode, we talk with Arlene Moss about her 30-year journey in the financial world. Arlene shares how she stayed true to herself, even in an industry that often pushes people to fit in. Starting on Wall Street in the early 2000’s, Arlene faced challenges like gender bias but used these experiences to grow and change. She also discusses bala…
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5. How Did We Get From Furniture Mart to Finance? With Stoy Hall
37:56
37:56
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What if everything you know about money is wrong? Join us as Stoy Hall, the founder of Black Mammoth and host of the NoBS Wealth podcast, shares his story—from growing up with a hardworking single mom to delivering appliances. Stoy's experiences teach us what real wealth means. We also explore four common money mindsets and how they shape your fina…
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4. How Did We Get From Proofreading to Morningstar? With Christine Benz
50:42
50:42
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In this episode of "How Did We Get Here?", we chat with Christine Benz, an expert in retirement and investment planning. Christine shares her unique career journey, starting from proofreading medical journals to building a long career at Morningstar. We explore how her dedication and curiosity led her from being a copy editor to a mutual fund analy…
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3. How Did We Get From IT to Finance? With Meg Bartelt
43:13
43:13
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43:13
In this episode, we sit down with Meg Bartelt, a financial planner with a background in tech writing, to talk about smart money moves for your 20s, 30s, and 40s. Meg shares her personal journey, from working in IT during the dot-com boom to helping people navigate their finances today. She explains why your habits and emotions often matter more tha…
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2. How Did We Get from Film to Finance? With Dave Nadig
29:46
29:46
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Ever wondered what it takes to make a big career shift or take a life-changing sabbatical? In this episode, we chat with Dave Nadig, who shares his journey from Hollywood screenwriter to finance professional. Dave talks about pursuing an MBA and diving into finance, showing how understanding money and embracing the unknown can lead to unexpected, f…
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Ever wonder how a college dropout becomes a top financial advisor? In the very first episode of "How Did We Get Here?," hosts Jess Bost and Mark Newfield share their own remarkable career journeys. From Mark's days under the hood of cars to his rise in finance, you'll find inspiration in their stories. Jess adds a heartwarming touch with an anecdot…
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